Fund HoldingsLegacy Wealth Managment, LLC/ID

Total Portfolio Value
$242.62M
Total Bought
$85.52M
Total Sold
$48.70M
Net Transaction
+$36.81M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SCHWAB STRATEGIC TR0184,085+184,08506,2292.57%+6,229
PERPETUALS.COM LTD(PDC)0849,411+849,41105,0122.07%+5,012
BLACKROCK ETF TRUST
DYNAMIC EQTY ACT
0161,892+161,89204,4911.85%+4,491
LIXTE BIOTECHNOLOGY HLDGS IN(NMAD)0600,669+600,66904,4571.84%+4,457
BLACKROCK ETF TRUST
DISC VOLA EQ ETF
0140,966+140,96603,6621.51%+3,662
REALLOYS INC(ALOY)198,687345,145+146,4581,9394,9872.06%+3,048
SANDISK CORP(SNDK)2,4561,533-9231,5603,4861.44%+1,925
FIRST TR EXCHANGE-TRADED FD1,26086,650+85,3901271,8010.74%+1,675
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
70,540137,965+67,4251,6193,2901.36%+1,672
SELECT SECTOR SPDR TR
ST STR FINL ETF
5030,472+30,42221,6340.67%+1,631
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
7,6769,476+1,8001,1322,7001.11%+1,568
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,1568,880+7,7241541,6920.70%+1,538
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
1,03025,302+24,272581,4290.59%+1,371
ISHARES TR
CORE MSCI EAFE
1,09315,160+14,067991,4640.60%+1,365
ISHARES TR
MSCI USA MMENTM
4924,293+3,8011181,4720.61%+1,354
FIRST TR EXCHANGE-TRADED FD1,26071,227+69,9671271,3940.57%+1,267
VANECK ETF TRUST
LONG MUNI ETF
070,120+70,12001,2470.51%+1,247
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
15713,360+13,203121,2040.50%+1,192
ISHARES TR2,2783,495+1,2171,4882,6181.08%+1,129
ISHARES TR
MSCI USA VALUE
1,0096,298+5,2891431,2580.52%+1,115
WORLD GOLD TR(GLDM)014,009+14,00901,1130.46%+1,113
REALTY INCOME CORP(O)21616,951+16,735131,0500.43%+1,037
WESTERN DIGITAL CORP(WDC)7,3834,722-2,6611,9973,0161.24%+1,019
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
161,426170,386+8,9605,7026,6912.76%+989
EA SERIES TRUST
ALPHA ARCH 1-3
08,332+8,33209760.40%+976
SSGA ACTIVE TR
ST STR BLACK ETF
034,680+34,68009690.40%+969
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
9,07510,250+1,1752,1563,1061.28%+949
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
179,513191,704+12,1916,0627,0032.89%+941
SPDR SERIES TRUST
ST STR NUVEE ETF
020,417+20,41709350.39%+935
SELECT SECTOR SPDR TR
ST STR INDL ETF
324,980+4,94859230.38%+917
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
33,70938,798+5,0892,3023,1451.30%+843
ISHARES TR
CORE MSCI EURO
36711,483+11,116268630.36%+837
SCHWAB STRATEGIC TR033,841+33,84108170.34%+817
GLOBAL X FDS
GLB X MLP ENRG I
09,513+9,51307010.29%+701
NVIDIA CORPORATION(NVDA)7,5149,792+2,2781,3101,9590.81%+649
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
15,58917,991+2,4029771,6160.67%+639
ISHARES TR10,11116,428+6,3171,0041,6260.67%+622
BROADCOM INC(AVGO)9372,408+1,4712909100.37%+620
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
254,584260,471+5,8877,1287,7413.19%+613
ISHARES TR225,425+5,40325920.24%+589
BLACKROCK ETF TRUST II011,161+11,16105840.24%+584
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,0723,701+2,6292067870.32%+582
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
9,92912,518+2,5891,1001,6680.69%+568
WISDOMTREE TR(WT)26,39929,924+3,5252,3192,8611.18%+542
VANECK ETF TRUST
SEMICONDUCTR ETF
0789+78905170.21%+517
SPDR SERIES TRUST
ST NUVE TERM ETF
37710,848+10,471185200.21%+502
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
7,5578,994+1,4371,2361,7250.71%+488
SCHWAB STRATEGIC TR10,47626,786+16,3102597420.31%+483
ISHARES TR8,73113,901+5,1705901,0720.44%+482
VANGUARD WORLD FD
ENERGY ETF
03,150+3,15004730.19%+473
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
13,59623,140+9,5446431,0910.45%+448
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
27,57544,880+17,3056831,1170.46%+434
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
42,23361,667+19,4349011,3340.55%+433
ELI LILLY & CO(LLY)112445+3331035330.22%+430
ISHARES TR08,647+8,64704250.18%+425
GE VERNOVA INC(GEV)13369+356114330.18%+422
ISHARES SILVER TR(SLV)12,66223,885+11,2238631,2770.53%+414
ISHARES INC
MSCI JAPAN ETF
4954,858+4,363424530.19%+411
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
200,973207,428+6,4554,9865,3692.21%+383
ISHARES INC
MSCI EMRG CHN
03,539+3,53903620.15%+362
APPLE INC(AAPL)5,4906,061+5711,3931,7540.72%+360
ISHARES INC
CORE MSCI EMKT
1,3205,430+4,110924500.19%+358
CALAMOS ETF TR
AUTOC INCOM ETF
013,083+13,08303560.15%+356
HARBOR ETF TRUST
COMM ALL WEA ETF
011,587+11,58703400.14%+340
FIRST TR EXCHANGE-TRADED FD1,26022,164+20,9041274670.19%+340
MICRON TECHNOLOGY INC(MU)572452-1201935220.22%+329
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
62,02265,052+3,0301,5851,9130.79%+328
INVESCO QQQ TR1,3061,455+1497541,0720.44%+318
FIRST TR EXCHANGE-TRADED FD1,26011,956+10,6961274420.18%+316
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
4,66617,284+12,6181414480.18%+307
ISHARES TR11,11413,898+2,7841,2271,5340.63%+307
TAIWAN SEMICONDUCTOR MANUFAC(TSM)8381,216+3782835810.24%+298
FIRST TR EXCHNG TRADED FD VI
INNOVATION LEAD
25,86027,202+1,3427701,0680.44%+297
CATERPILLAR INC(CAT)99341+242703630.15%+293
PROSHARES TR
ULTRAPRO QQQ
203,578+3,55812900.12%+289
VANGUARD INDEX FDS319696+3771914780.20%+288
SIMPLIFY EXCHANGE TRADED FUN
TARGE 15 ETF
37111,917+11,54692950.12%+287
TESLA INC(TSLA)1,8102,279+4696739580.40%+286
GRANITESHARES ETF TR
HIPS US HIGH INC
024,279+24,27902800.12%+280
INVESCO EXCH TRADED FD TR II1,2602,490+1,2301274020.17%+275
ALPHABET INC(GOOG)1,6012,029+4284607250.30%+265
JPMORGAN CHASE & CO(JPM)8231,531+7082425010.21%+259
DOUBLELINE ETF TRUST
MULT SEC INC ETF
05,127+5,12702580.11%+258
VANGUARD WORLD FD3,05815,658+12,6001,1241,3760.57%+253
META PLATFORMS INC(META)244696+4521403920.16%+252
BLACKROCK ETF TRUST II05,064+5,06402520.10%+252
ISHARES TR2,5563,793+1,2373185630.23%+245
PROSHARES TR
ULTRPRO S&P500
01,639+1,63902320.10%+232
STATE STR SPDR S&P 500 ETF T(SPY)517755+2383365640.23%+228
VANGUARD MUN BD FDS9805,423+4,443492740.11%+225
CAMBRIA ETF TR06,250+6,25002250.09%+225
ISHARES TR672,407+2,34062270.09%+221
PACER FDS TR
US SM CAP CA ETF
2,7966,825+4,0291253450.14%+220
PUTNAM ETF TRUST677,857+7,79022140.09%+212
VANECK ETF TRUST
REAL ASSETS ETF
05,289+5,28902100.09%+210
FIRST TR EXCHANGE-TRADED FD1,26016,194+14,9341273330.14%+206
ETF SER SOLUTIONS
DISTILLATE SMLMD
7,40411,943+4,5392774820.20%+205
ETF SER SOLUTIONS
DISTILLATE US
4,5947,693+3,0992664610.19%+195
TIDAL TRUST II
RETURN STCKD US
6,92411,900+4,9761963890.16%+193
MICROSOFT CORP(MSFT)1,4541,959+5055387310.30%+193
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Legacy Wealth Managment, LLC/ID — 13F Holdings — Q2 2026 | TickerTrail